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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

180 hedge funds and large institutions have $4.56B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
3.95%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
24
Increased
65
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.97B
2
Victory Capital Management
2
Victory Capital Management
Texas
$22.4M
3
MIH
3
Madison Investment Holdings
Wisconsin
$20.9M
4
Ameriprise
4
Ameriprise
Minnesota
$33.2M
5
CST
5
Charles Schwab Trust
Nevada
$6.7M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$0
2
CCA
2
Cobblestone Capital Advisors
New York
$24.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
TA
4
Tiedemann Advisors
New York
$31.9M
5
CFA
5
Carroll Financial Associates
North Carolina
$6.98M
Name Market Value Shares Shares
Change 		Shares
Change %
MWP
26
Moller Wealth Partners
$6.05M 152,972 +56,917 +59%
Jane Street
27
Jane Street
New York
$5.8M 146,739 +101,518 +224%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$5.3M 134,132 -3,879 -3%
RWM
29
Reston Wealth Management
Virginia
$5.13M 129,812 -6,005 -4%
FANJ
30
Financial Architects (New Jersey)
New Jersey
$4.99M 126,155 -4,084 -3%
HighTower Advisors
31
HighTower Advisors
Illinois
$4.42M 111,797 +15,628 +16%
WPIC
32
White Pine Investment Company
Michigan
$4.34M 109,780 +26,432 +32%
C
33
Clearshares
New York
$3.94M 99,698 -8,002 -7%
OWM
34
Opes Wealth Management
California
$3.82M 96,511 -2,431 -2%
GAM
35
Gemmer Asset Management
California
$3.62M 91,487 -913 -1%
VNA
36
Valley National Advisers
Pennsylvania
$3.31M 83,715 -3,808 -4%
LRIA
37
Leonard Rickey Investment Advisors
Washington
$3.29M 83,281 +1,580 +2%
JWM
38
Janiczek Wealth Management
Colorado
$3.18M 80,431 -2,607 -3%
FSWA
39
Financial Synergies Wealth Advisors
Texas
$2.96M 74,963 +4,028 +6%
SWM
40
Shakespeare Wealth Management
Wisconsin
$2.7M 68,281 -130 -0.2%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.66M 67,294 +2,814 +4%
FC
42
FCA Corp
Texas
$2.56M 64,818 +3,150 +5%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.45M 61,941 +4,127 +7%
BWA
44
Burt Wealth Advisors
Maryland
$2.32M 58,656 +3,242 +6%
CG
45
Colony Group
Massachusetts
$2.16M 54,552 +33,846 +163%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.06M 52,104 +17,432 +50%
VFA
47
Valeo Financial Advisors
Indiana
$2.05M 51,794 +428 +0.8%
Citadel Advisors
48
Citadel Advisors
Florida
$2.01M 50,865 +50,865 New
CMO
49
Covenant Multifamily Offices
Texas
$1.96M 49,424 +3,146 +7%
LNC
50
Lincoln National Corp
Pennsylvania
$1.95M 49,172 +49,172 New
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